CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

MONOGRAPH WEALTH ADVISORS, LLC's Holding History (CIK: 0001776588)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 2,959 Value ($000) $1,695 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 2,959 Value ($000) $1,412 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 2,960 Value ($000) $1,149 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 2,959 Value ($000) $976 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 3,055 Value ($000) $1,108 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 3,157 Value ($000) $1,235 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 3,157 Value ($000) $1,052 Avg Close $338.69 Range $308.78 - $372.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,959	$1,695	$555.50	$469.79 - $627.50
Q3 2025	2,959	$1,412	$425.39	$381.75 - $483.95
Q2 2025	2,960	$1,149	$330.84	$264.29 - $386.62
Q1 2025	2,959	$976	$351.95	$315.09 - $404.98
Q4 2024	3,055	$1,108	$381.74	$351.93 - $412.27
Q3 2024	3,157	$1,235	$338.69	$301.40 - $389.91
Q2 2024	3,157	$1,052	$338.69	$308.78 - $372.10